Q: Where are you from? A: Oakfield, New York – a small town in Western New York. Q: Where is your favorite place you’ve traveled to? A: Aruba, as it’s the only place I’ve traveled to out of the country. Q: What led you to work in elder law? A: I worked with Glenn Witeck toward the end of … Continued

What a start to the 2023-2024 NYSBA Elder and Special Needs Law term. Thank you to this wonderful section for this opportunity to serve as your chair. We are gearing up for our fall meeting, which will be held October 19 and October 20 during the beautiful peak fall foliage season at the Gideon Putnam … Continued

We hope everyone has had an enjoyable summer and is enjoying the (hopefully) beautiful fall weather. At the time of this writing, it is early August and our section is just returning from our annual summer meeting. This year’s summer meeting was held in Philadelphia, PA. Please be sure to read the Summer Recap by … Continued

Q: Where are you from? A: I grew up in Westchester County, went to college in Boston, and then moved to New York City after graduation. I continued on to law school in Long Island, and I’m now back in Westchester – everything comes full circle! Q: Where is your favorite place you have traveled … Continued

The Elder Law and Special Needs Section summer meeting took place Thursday, July 20, 2023 through Saturday, July 22, 2023 at the Logan Hotel in Philadelphia. The meeting was co-chaired by Tammy R. Lawlor and Richard A. Marchese and included many discussions for both seasoned and newly admitted attorneys. The goal of this year’s meeting … Continued

In simplistic terms, estate planning is about transferring wealth from one generation to the next, while minimizing transfer taxes. Some call it tax avoidance; others refer to it as tax evasion. Your choice of nomenclature is largely dependent on your political ideologies. The debate, however, as to the ultra-wealthy’s ability to access competent legal counsel … Continued

Oftentimes, special education law is referred to as alphabet soup because there are so many different acronyms that one must be familiar with. To start, the Individuals with Disabilities Education Act (IDEA) is the federal law which covers this area. (20 U.S.C. §§ 1400-1482) The aim of the IDEA is to ensure that all children with disabilities … Continued

Upon good authority, we are past the solstice and spring has sprung. Hopefully, you will be able to use the extra hours of daylight to consider some interesting cases and a new statutory provision involving: malpractice by the attorney for an estate being found in connection with his representation of the fiduciary based on his … Continued

Q: Where are you from? A: I grew up in Dansville, New York, but I currently live in Rochester, New York with my fiancée. Q: Where is your favorite place you’ve traveled to? A: In 2021, my fiancée and I traveled to Iceland for eight days. We rented a small camper van and traveled around the entire country. … Continued

One year. How can it have been a full year already? It simply doesn’t seem possible. As I sit and reflect on my time at the helm of our section, I can honestly and humbly say that it was my privilege, my honor, and my pleasure to serve you, my colleagues and my friends. I … Continued